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Portfolio (Quarterly) Guide ↗

GAMMA Investing LLC

· CIK 0002010235
13F Portfolio $2.0B AUM 4,094 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4094 New
Page 68 of 205  ·  4,094 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1341 DLN WISDOMTREE TR US LARGECAP DIVD 1,544.0 $136K 0.01% NEW $88.08 +8.5%
1342 SWX SOUTHWEST GAS HLDGS INC COM Utilities 1,697.0 $136K 0.01% NEW $80.02 +12.0%
1343 FBK FB FINL CORP COM Financial Services 2,433.0 $136K 0.01% NEW $55.80 -5.8%
1344 AKZO NOBEL N V SPONSRD ADS NEW 5,858.0 $136K 0.01% NEW $23.15
1345 HR HEALTHCARE RLTY TR CL A COM Real Estate 7,946.0 $135K 0.01% NEW $16.95 +20.1%
1346 CUK CARNIVAL PLC ADS Consumer Cyclical 4,438.0 $135K 0.01% NEW $30.33 -9.4%
1347 CXT CRANE NXT CO COM Industrials 2,859.0 $135K 0.01% NEW $47.07 -14.9%
1348 SR SPIRE INC COM Utilities 1,627.0 $135K 0.01% NEW $82.70 +4.8%
1349 RDY DR REDDYS LABS LTD ADR Healthcare 9,571.0 $134K 0.01% NEW $14.04 -2.9%
1350 KONINKLIJKE KPN NV SPONSORED ADR 28,401.0 $134K 0.01% NEW $4.73
1351 M3 INC UNSPON ADR 20,160.0 $134K 0.01% NEW $6.66
1352 KERING S A UNSPONSORED ADR 3,817.0 $134K 0.01% NEW $35.17
1353 MGY MAGNOLIA OIL GAS CORP CL A Energy 6,130.0 $134K 0.01% NEW $21.89 +33.6%
1354 FLS FLOWSERVE CORP COM Industrials 1,933.0 $134K 0.01% NEW $69.38 -0.9%
1355 LAD LITHIA MTRS INC COM Consumer Cyclical 403.0 $134K 0.01% NEW $332.33 -17.4%
1356 XLI SELECT SECTOR SPDR TR STATE STREET IND 863.0 $134K 0.01% NEW $155.12 +9.9%
1357 YALA YALLA GROUP LTD ADS Technology 19,271.0 $134K 0.01% NEW $6.94 -12.5%
1358 GLENCORE PLC UNSPONSORD ADR 12,233.0 $134K 0.01% NEW $10.93
1359 REPSOL S A SPON ADR 7,147.0 $134K 0.01% NEW $18.68
1360 IYG ISHARES TR U S FIN SVC ETF 1,446.0 $133K 0.01% NEW $92.25 -5.5%
Page 68 of 205  ·  4,094 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.7%
Financial Services 14.6%
Consumer Cyclical 10.4%
Healthcare 9.9%
Industrials 9.3%
Communication Services 9.3%
Consumer Defensive 4.9%
Energy 3.3%
Utilities 3.1%
Basic Materials 1.8%